Edmond Sukalic, financial advisor New York NY

Edmond Sukalic

CRD Number: 6972599
Current Firm: Perigon Wealth Management, LLC

Edmond Sukalic (CRD# 6972599) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in New York, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investment New York, NY Jan 2023 - Current 1
Perigon Wealth Management, Llc D/b/a Pm Wealth Management New York, NY Nov 2022 - Current 1
Dinami Partners, Inc. New York, NY Feb 2021 - Current 3
Pm Wealth Management, LLC New York, NY Feb 2019 - Nov 2022 3
Lpl Financial, LLC New York, NY Jun 2018 - Nov 2022 4
Prager Metis Cpas LLC New York, NY Mar 2011 - Jul 2021 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2018
S63 Uniform Securities State Law Examination Jun 2019
Contact Info for Edmond Sukalic
Phone Number: (877) 977-2555
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    6,941
    MILLIONS
  • Total Number of Accounts
    11,428
    ACCOUNTS
  • Average Account Value
    $607,363
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WV

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